Sophie Barnett Sophie Barnett

Ukraine update

Given the ongoing situation in Ukraine, we share an update on the impact on portfolios and how we are responding to market conditions.

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Sophie Barnett Sophie Barnett

Case Study | Portfolio Review

In this case study, our Head of Research James Calder looks at helping a client invest cash in their SIPP, to grow steadily over the longer term.

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Sophie Barnett Sophie Barnett

Comments on Ukraine

With this week’s events in the Ukraine, geopolitical risk has increased and markets have reacted accordingly.

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Sophie Barnett Sophie Barnett

Scams and Frauds

In recent months, many of us have been surprised by the unprecedented number of reports of attempted fraud and scam activities.

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Sophie Barnett Sophie Barnett

Case Study | Portfolio Review

In this case study, our Head of Research James Calder looks at helping a client meet their objectives for both his own ISA and his daughter’s SIPP.

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Sophie Barnett Sophie Barnett

Valuation Commentary

For most of our clients, inflation forms the core of their targeted return and remains an important consideration when we make investment decisions on your behalf.

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Sophie Barnett Sophie Barnett

Inflation and Us: Part 1

Our Business Development Team look into how CPI is calculated and why it is relevant for investors.

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Sophie Barnett Sophie Barnett

China’s Regulatory Crackdown

Increased regulatory scrutiny in China has been a talking point for some time, and we expect that it will persist for some time longer.

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Joanne Mallett Joanne Mallett

MPS Update May 2021

Our latest market update looks at the recent sell-off for Global Government bonds, and whether the pick up in economic activity means inflation is an increasing concern.

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Joanne Mallett Joanne Mallett

Vulnerable Clients

This Q&A on vulnerable clients was featured in Money Marketing in May 2021, giving insights to advisers on how to treat vulnerable clients fairly and consistently.

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Joanne Mallett Joanne Mallett

Tax Day - 23 March 2021

Following the publication of over 30 documents on ‘tax day’, we identify some of the key areas likely to have a direct impact on your tax planning in the months and years ahead.

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Joanne Mallett Joanne Mallett

The Budget 2021

Despite the many rumours beforehand, the Chancellor still managed to produce some surprises on Budget Day. Our useful summary sets out all the key announcements made.

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Joanne Mallett Joanne Mallett

Q3 Investment Commentary

Commentary from our investment management team, sharing their thoughts on the three major geopolitical events that continue to dominate headlines: CV19, Brexit and the US presidential elections.

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Joanne Mallett Joanne Mallett

Market Update

This summer was a busy period for the research team. Amongst our collective conclusions was that the return potential for absolute return strategies had substantially reduced.

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Joanne Mallett Joanne Mallett

MPS Update

Our approach at City Asset Management is one of real return investing, where we focus on client outcomes. This means traditional private client indices have limited relevancy to us, except for our growth mandate, which is managed on a relative return basis.

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